Industry Research Reports and Market Analysis at MindBranch.com
  

Brazil Telecommunications Report Q3 2009

Product Type: Market Research Report
Published by: Business Monitor International
Published: July 2009
Product Code: R302-7251
Description
All areas of Brazil's telecoms market saw growth in 2008 including the fixed-line market, which had previously reported a decline. This reflects the high level of competition present across the country, with several operators competing for subscribers. Alternative operators have more than held up the fixed-line market in 2008 with the incumbents Oi and Telefonica reporting continual declines in their subscriber bases. Cable operators and smaller companies such as CTBC and Embratel have been instrumental in bringing growth back to the fixed-line market, and BMI anticipates this will keep the market growing until 2011, by which time mobile substitution will finally win out.

For the first time, Oi reported its quarterly results including the operations of Brasil Telecom, which it finally acquired in January 2009. The merger has created a single operator with by far the largest shares of the fixed-line and broadband markets. However, as the results show, the merger has taken its toll with a 98% decline in net profit for the operator. Nonetheless, the new Oi should benefit from some significant economies of scale following the merger of its operations with Brasil Telecom and expects to become a major player on the Latin American telecoms stage.

In the broadband market, growth remained above 40%, with 2008 growing slightly faster than 2007 and seeing 10mn connections reached by the end of the year. As in the fixed-line market, it is alternative operators that have been providing large amounts of the growth in the market. Although DSL remains the favoured technology for broadband connections in Brazil, there is growing interest in cable modem connections with triple-play services helping to drive up subscriptions. However, the strong competitionis causing operators to report declining ARPUs from their broadband operations although this should improve in the long run as subscribers require greater bandwidth for a wider variety of applications.

As mentioned in our previous report, we have concentrated on the fixed-line and broadband markets in this update, adding further data on the status of both markets and a look into some different technologies present in each. For this reason the mobile data analysis section has been left untouched although we have provided a full update of the mobile operator databases and mobile forecasts.
Table of Contents
Executive Summary
SWOT Analysis
Argentina Mobile Market SWOT Analysis
Argentina Wireline Market SWOT Analysis
Brazil Political SWOT
Brazil Economic SWOT
Brazil Business Environment SWOT
Business Environment
Latin America Environment Telecommunications Ratings Overview
Brazil
Latin America Business Environment Ratings
Industry Forecast Scenario
Mobile
Telecoms Sector - Mobile - Historical Data and Forecasts
Fixed Line
Telecoms Sector - Fixed-Line - Historical Data and Forecasts
Internet
Telecoms Sector - Internet - Historical Data and Forecasts
Market Data Analysis
Mobile
Table: Brazil Mobile Market, Q408
Table: Brazil Mobile Net Additions, Q308-Q408
A Market Comparison Of Subscriber Mixes, Q408 (000)
Brazil Regions And States Mobile Comparison December 2008
3G
Brazil 3G Subscriptions By Technology
Mobile Contract Wins
Mobile Contract Wins
Mobile Content
Regional Focus
Other VAS
VAS Timeline
Mobile Operator Data
BRAZIL MOBILE MARKET OVERVIEW
VIVO
Claro
Tim Brasil
OI
BRT MOBILE
Telemig Celular
Amazônia Celular
Fixed Line
Brazil Fixed-Line Market By Regions (April 2008)
Pay-TV Market Subscriptions (2007-2009)
Embratel LD Revenues and Traffic
Internet
Table: Brazilian Broadband Market, Q109
Broadband Technologies
Broadband Technologies In Brazil (2004-2008)
Alternative Technologies
Brazil: Selected Wireline Developments
Regulatory Environment & Industry Developments
Division Of Responsibilities
Brazil: Regulatory Bodies And Their Responsibilities
Background And Regulatory Bodies
Regulatory Issues
Competition
Industry Developments
Competitive Landscape
Key Players: Brazil Fixed-Line Sector
Key Players: Brazil Mobile Sector
Key Players: Brazil Media Sector
Brazil's Key Operators Financial Indicators
Company Monitor
USB Modems in Latin America by Operator
Company Profiles
Appendix:
Regional Telecommunications Penetration Overview
Mobile
Table: Regional Mobile Penetration Overview
Fixed-Line
Table: Regional Fixed-Line Penetration Overview
Broadband
Table: Regional Internet Penetration Overview
Table: Regional Broadband Penetration Overview
Telecoms Business Environment Ratings Methodology
Ratings Overview
Weighting
Table: Weighting
Indicators
Indicators
Country Snapshot: Brazil Demographic Data
Section 1: Population
Table: Demographic Indicators, 2005-2030
Table: Rural/Urban Breakdown, 2005-2030
Section 2: Education And Healthcare
Table: Education, 2000-2003
Table: Vital Statistics, 2005-2030
Section 3: Labour Market And Spending Power
Table: Employment Indicators, 1999-2004
Table: Consumer Expenditure, 2000-2012 (US$)
Table: Average Annual Wages, 1996-2002
BMI Telecoms Industry Glossary
Table: Glossary Of Terms
BMI Telecommunications Forecasting & Sourcing
How We Generate Our Industry Forecasts
Table: Telecommunications Industry Forecast
Sources
Ordering and More Information
Price and Delivery Options



MindBranch has been the leading provider of industry and investment research from more than 550 independent research firms since 1992. With over 90,000 market research reports, MindBranch is your trusted source of competitive business intelligence.